IFP Advisors’s El Paso Electric Company EE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5830 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5642 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5456 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5202 |
|
|
2020
Q3 | – | Sell |
-42
| Closed | -$3K | – | 4988 |
|
|
2020
Q2 | $3K | Buy |
42
+16
| +62% | +$1.14K | ﹤0.01% | 2306 |
|
|
2020
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 2402 |
|
|
2019
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 2573 |
|
|
2019
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 2770 |
|
|
2019
Q1 | – | Sell |
-2
| Closed | – | – | 3986 |
|
|
2018
Q4 | $0 | Sell |
2
-113
| -98% | – | ﹤0.01% | 4090 |
|
|
2018
Q3 | $7K | Hold |
115
| – | – | ﹤0.01% | 3065 |
|
|
2018
Q2 | $7K | Buy |
115
+2
| +2% | +$122 | ﹤0.01% | 3092 |
|
|
2018
Q1 | $6K | Hold |
113
| – | – | ﹤0.01% | 3129 |
|
|
2017
Q4 | $6K | Sell |
113
-80
| -41% | -$4.25K | ﹤0.01% | 3126 |
|
|
2017
Q3 | $11K | Hold |
193
| – | – | ﹤0.01% | 2961 |
|
|
2017
Q2 | $10K | Buy |
193
+61
| +46% | +$3.16K | ﹤0.01% | 3034 |
|
|
2017
Q1 | $7K | Hold |
132
| – | – | ﹤0.01% | 3152 |
|
|
2016
Q4 | $6K | Buy |
132
+19
| +17% | +$864 | ﹤0.01% | 3232 |
|
|
2016
Q3 | $5K | Buy |
+113
| New | +$5K | ﹤0.01% | 3278 |
|
|
2016
Q1 | – | Sell |
-400
| Closed | -$15K | – | 4573 |
|
|
2015
Q4 | $15K | Buy |
+400
| New | +$15K | ﹤0.01% | 2350 |
|